Reimbursement items are the basic elements of reimbursement, under which employees make claims for expenses they incurred on the item. Typical examples of reimbursement items are Hospitalization, Travel and Periodicals.

Through this activity, you can uniquely identify each reimbursement item. After you define the reimbursement item, you can broadly define the terms and regulations that apply to the reimbursement item, such as

• The applicability of the reimbursement items for dependents

• Whether the eligibility value of reimbursement item must be claimed as Quantity or Amount

• The mechanics of payment

Reimbursement Item: You are to identify the reimbursement item by a unique code and short and long descriptions. You must also indicate whether the eligibility value of the reimbursement item can be claimed as an amount or a quantity – a consumable item such as Petrol is an example.  If you indicate “amount“, you must specify the currency. If you indicate “quantity”, you must specify the unit of measurement. For example, if the consumable item is Petrol, you can specify the unit of measurement as Liters.

The Applicability for Dependents: The eligibility for a reimbursement item could be for the employee only, the dependents only or for both employee and dependents. All the reimbursement terms or rules that you subsequently enter will be specific to this choice.

Quantity or Amount: You can indicate the form in which the eligibility for the reimbursement item will be claimed. It can be one of the two:

• Quantity: this refers to claiming the eligibility value in terms of consumables. Example, reimbursement of Fuel, which is a consumable, could be in terms of gallons or liters. When this choice is selected, you are to choose the unit of measurement in which the reimbursement will be claimed

• Amount: this refers to claiming the eligibility value in terms of actual money spent. If this choice is selected, you are to specify the currency in which the reimbursement will be claimed.

Mechanics of Payment: You can stipulate whether a bill must be compulsorily produced to claim reimbursement. Whether the mode of payment must be cash, check or inclusion into the employee’s payroll must be stipulated as well. 

Employment Unit Mapping: After creating a reimbursement item, your can map employment units to the item. Employment units refer to organization units that can access the activity information you defined for a chosen organization unit

Viewing Information: Through this link, you can also view all the information that you had already defined for the reimbursement item. This consists of the following:

• Mapping Parameter to Item

• Mapping of Employment Unit

• Viewing Reimbursement Item

Each of these tasks is described in the following sections.

Getting familiar with the pages inside  

Go to page…	…to carry out task
Creating Reimbursement Item	Creating a reimbursement Item
Maintain Reimbursement Eligibility Item	Maintaining reimbursement eligibility item
Mapping of Employment Unit	Mapping the information to employment units
Viewing Reimbursement Item	Viewing the details of a reimbursement Item
Viewing Organization Units Mapped to  Reimbursement Item	Viewing the organization units mapped to the reimbursement item

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Prerequisites  

 Definition of Parameters if the Reimbursement Item is parameter based.

Definition of Unit of Measurement in quick codes in HR General Masters.

Definition of Currency set for the organization.

Definition of Grade set and Grades for the interacting Organization Structure.

Definition of Employment Units interacting with the Reimbursement Set Up Unit.

Definition of Date Formats in the ADMIN component.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

What you can do in this activity

Create a Reimbursement Item

Map Parameters to a Reimbursement Item 

Map the Information to Employment Units

View the Organization Units Mapped  to the Reimbursement Item